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CZWI icon

&Partners’s Citizens Community Bancorp CZWI Stock Holding History

&Partners’s Portfolio CZWI Stock Details CZWI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$222K Hold
11,200
– – ﹤0.01% 2184
2025
Q4 		$200K Hold
11,200
– – ﹤0.01% 2142
2025
Q3 		$180K Hold
11,200
– – ﹤0.01% 1980
2025
Q2 		$155K Buy
+11,200
New +$159K ﹤0.01% 1875

Other funds holding CZWI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

&Partners's CZWI Position: Q1 2026 in Review

&Partners held its Citizens Community Bancorp (CZWI) position steady in Q1 2026 at 11,200 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #2184.

&Partners first reported a position in CZWI in Q2 2025 and has held it in 4 quarters since. 86 funds tracked by Wall St. Rank hold CZWI as of Q1 2026.

  • &Partners held 11,200 shares of Citizens Community Bancorp worth $222K as of Q1 2026.
  • &Partners left its Citizens Community Bancorp share count unchanged in Q1 2026.
  • Citizens Community Bancorp made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2184 holding.
  • &Partners first reported a position in Citizens Community Bancorp in Q2 2025 and has held it in 4 quarters since.
  • 86 funds tracked by Wall St. Rank held Citizens Community Bancorp as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.